← All stories
Tech

The Gas Turbine Shortage Just Became AI’s Biggest Constraint

2 sources ·2 articles ·1h ago

2 outlets - including Oilprice and Yahoo - are covering this story. Order a heavy-duty gas turbine from GE Vernova today and it won’t arrive until 2031. That’s the company’s actual production schedule, confirmed on its July 22 earnings call, and it’s the fact sitting underneath every AI data center power pl…

Covered by 2 outlets

All coverage · 2 articles